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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH AND BROWN PC Service code 10 4600 EAST WEST HIGHWAY, STE 900 · BETHESDA, MD 20814 | Accounting | $71,642 |
CARDAY ASSOCIATES6+ years Service code 13 · EIN 53-0257019 | Contract Administrator | $43,706 |
Service code 27 1667 K STREET, NW, STE 1270 · WASHINGTON, DC 20006 | Advisory (Plan) | $37,500 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY, L Service code 29 · EIN 94-1709555 595 MARKET STREET SUITE 1400 · SAN FRANCISCO, CA 94105 | Legal | $22,076 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $12,401 |
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $10,294 |
WEYRICH, CRONIN & SORRA, LLC3 years Service code 10 · EIN 81-4643077 | Accounting | $9,352 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,858 | $29,516-80.2% | $77,513-92.4% | $90,274-93.5% |
| Participation rate | 95.6% | 33.7%+62.0pp | 54.2%+41.4pp | 73.4%+22.3pp |
| Annual return | 9.36% | 231.18%-221.8pp | 54.81%-45.5pp | 53.97%-44.6pp |
| Employer contribution / active EE | $518 | $381+36.1% | $987-47.5% | $2,523-79.5% |
| Participant deferral / active EE | $0 | $944-100.0% | $1,861-100.0% | $4,231-100.0% |
| Admin fee / account holder | $45 | $106-57.7% | $2,859-98.4% | $114-60.8% |